St. Columbanus AG

Fee-Only (% of Portfolio)Fixed/Hourly

St. Columbanus AG, based in Switzerland, offers investment advice to clients who are US residents, taxpayers, or dual citizens living inside or outside the US. They provide both discretionary asset management, where they make investment decisions for you, and non-discretionary investment advisory services, where you make the final decisions. They manage investments based on your individual needs, considering factors like risk tolerance, return expectations, and tax implications. Client assets are held in separate accounts at a third-party financial institution.

Assets Under Management$59M
Clients7
Advisors1
Avg. per Client$8.4M
Avg. per Advisor$59M

Fee Structure

Investment management only (planning not offered)

St. Columbanus AG charges a percentage of the value of your investments each quarter. The fee is based on the investment strategy chosen:

  • Conservative: 1.0%
  • Balanced: 1.2%
  • Growth: 1.4%
  • Custom: 1.6%

There is a minimum annual fee of 1,000 CHF.

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Location

1 Advisors at this firm